Hedge Fund - VGI Partners

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No. Security Ticker Shares Value Activity % Port History
1. NEM 2,071,317 $206,821,003 -8% 11.93%
2. TECK 3,521,364 $168,638,122 +2% 9.72%
3. FCX 3,191,258 $162,083,994 +52% 9.35%
4. APO 989,104 $143,182,696 +56% 8.26%
5. BAC 2,287,781 $125,827,955 +14% 7.26%